401k Plan data: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN plan

NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 401k Plan overview

Plan Name	NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN
Plan identification number	002

NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

NEW YORK STATE PUBLIC EMPLOYEES FEDERATION has sponsored the creation of one or more 401k plans.

Company Name: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION

Employer identification number (EIN): 132808635

NAIC Classification: 813930
NAIC Description: Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 RUSSELL KUON
002 2016-01-01 TODD KERNER VALERIE O'DELL 2017-06-21
002 2015-01-01 TODD KERNER VALERIE O'DELL 2016-07-21
002 2014-01-01 DANIEL STEEN VALERIE O'DELL 2015-05-29
002 2013-01-01 DANIEL STEEN VALERIE O'DELL 2014-06-20
002 2012-01-01 DANIEL STEEN VALERIE ODELL 2014-01-09
002 2010-01-01 ARLEA IGOE VALERIE ODELL 2011-05-09
002 2009-01-01 ARLEA IGOE VALERIE ODELL 2010-07-26
002 2009-01-01 2010-06-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	RUSSELL KUON
002	2016-01-01	TODD KERNER		VALERIE O'DELL	2017-06-21
002	2015-01-01	TODD KERNER		VALERIE O'DELL	2016-07-21
002	2014-01-01	DANIEL STEEN		VALERIE O'DELL	2015-05-29
002	2013-01-01	DANIEL STEEN		VALERIE O'DELL	2014-06-20
002	2012-01-01	DANIEL STEEN		VALERIE ODELL	2014-01-09
002	2010-01-01	ARLEA IGOE		VALERIE ODELL	2011-05-09
002	2009-01-01	ARLEA IGOE		VALERIE ODELL	2010-07-26
002	2009-01-01		2010-06-15

Plan Statistics for NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN

401k plan membership statisitcs for NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN

Measure Date Value
2022: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 49
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 24
Total of all active and inactive participants 2022-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 73
Number of participants with account balances 2022-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 49
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 22
Total of all active and inactive participants 2021-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 71
Number of participants with account balances 2021-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 53
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 21
Total of all active and inactive participants 2020-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 74
Number of participants with account balances 2020-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 46
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 20
Total of all active and inactive participants 2019-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 66
Number of participants with account balances 2019-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 48
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 17
Total of all active and inactive participants 2018-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 65
Number of participants with account balances 2018-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 49
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 62
Number of participants with account balances 2017-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 39
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 55
Number of participants with account balances 2016-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 37
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 17
Total of all active and inactive participants 2015-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 54
Number of participants with account balances 2015-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 43
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 53
Number of participants with account balances 2014-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 39
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 49
Number of participants with account balances 2013-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 44
Number of participants with account balances 2012-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2010: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 44
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 47
Number of participants with account balances 2010-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 44
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 45
Number of participants with account balances 2009-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	49
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	24
Total of all active and inactive participants	2022-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	73
Number of participants with account balances	2022-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	49
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	22
Total of all active and inactive participants	2021-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	71
Number of participants with account balances	2021-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	53
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	21
Total of all active and inactive participants	2020-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	74
Number of participants with account balances	2020-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	46
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	20
Total of all active and inactive participants	2019-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	66
Number of participants with account balances	2019-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	48
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	17
Total of all active and inactive participants	2018-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	65
Number of participants with account balances	2018-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	49
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	62
Number of participants with account balances	2017-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	39
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	55
Number of participants with account balances	2016-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	37
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	17
Total of all active and inactive participants	2015-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	54
Number of participants with account balances	2015-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	43
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	53
Number of participants with account balances	2014-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	39
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	49
Number of participants with account balances	2013-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	44
Number of participants with account balances	2012-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2010: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	44
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	47
Number of participants with account balances	2010-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	44
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	45
Number of participants with account balances	2009-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN

Measure	Date	Value
2022 : NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$86,023
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,438,106
Expenses. Total of all expenses incurred	2022-12-31	$172,304
Benefits paid (including direct rollovers)	2022-12-31	$171,929
Total plan assets at end of year	2022-12-31	$8,904,718
Total plan assets at beginning of year	2022-12-31	$10,429,105
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$520,427
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-2,204,290
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,610,410
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,904,718
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$10,429,105
Assets. Value of participant loans	2022-12-31	$103,817
Total contributions received or receivable from employer(s)	2022-12-31	$245,757
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$375
2021 : NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$-54,972
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,271,608
Expenses. Total of all expenses incurred	2021-12-31	$830,711
Benefits paid (including direct rollovers)	2021-12-31	$830,486
Total plan assets at end of year	2021-12-31	$10,429,105
Total plan assets at beginning of year	2021-12-31	$9,043,180
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$451,944
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$94,340
Other income received	2021-12-31	$1,497,795
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,440,897
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$10,429,105
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$9,043,180
Assets. Value of participant loans	2021-12-31	$102,587
Total contributions received or receivable from employer(s)	2021-12-31	$227,529
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$225
2020 : NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$514,080
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,472,681
Expenses. Total of all expenses incurred	2020-12-31	$295,002
Benefits paid (including direct rollovers)	2020-12-31	$294,452
Total plan assets at end of year	2020-12-31	$9,043,180
Total plan assets at beginning of year	2020-12-31	$6,351,421
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$384,372
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$251,758
Other income received	2020-12-31	$1,622,848
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,177,679
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$9,043,180
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,351,421
Assets. Value of participant loans	2020-12-31	$89,477
Total contributions received or receivable from employer(s)	2020-12-31	$213,703
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$550
2019 : NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$-228,926
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,767,063
Expenses. Total of all expenses incurred	2019-12-31	$215,086
Benefits paid (including direct rollovers)	2019-12-31	$214,886
Total plan assets at end of year	2019-12-31	$6,351,421
Total plan assets at beginning of year	2019-12-31	$5,028,370
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$331,287
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$21,215
Other income received	2019-12-31	$1,218,866
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,551,977
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,351,421
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,028,370
Assets. Value of participant loans	2019-12-31	$58,692
Total contributions received or receivable from employer(s)	2019-12-31	$195,695
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$200
2018 : NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$25,766
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$133,612
Expenses. Total of all expenses incurred	2018-12-31	$424,416
Benefits paid (including direct rollovers)	2018-12-31	$445,129
Total plan assets at end of year	2018-12-31	$5,028,370
Total plan assets at beginning of year	2018-12-31	$5,293,408
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$267,922
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-301,454
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-290,804
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,028,370
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,293,408
Assets. Value of participant loans	2018-12-31	$91,379
Total contributions received or receivable from employer(s)	2018-12-31	$167,144
Value of certain deemed distributions of participant loans	2018-12-31	$-21,138
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$425
2017 : NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$3,088
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,370,902
Expenses. Total of all expenses incurred	2017-12-31	$738,081
Benefits paid (including direct rollovers)	2017-12-31	$737,406
Total plan assets at end of year	2017-12-31	$5,293,408
Total plan assets at beginning of year	2017-12-31	$4,657,499
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$274,617
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$59,586
Other income received	2017-12-31	$870,433
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$632,821
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,293,408
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,657,499
Assets. Value of participant loans	2017-12-31	$110,037
Total contributions received or receivable from employer(s)	2017-12-31	$166,266
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$675
2016 : NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$147,519
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$679,680
Expenses. Total of all expenses incurred	2016-12-31	$273,624
Benefits paid (including direct rollovers)	2016-12-31	$272,774
Total plan assets at end of year	2016-12-31	$4,657,499
Total plan assets at beginning of year	2016-12-31	$4,103,924
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$238,135
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$286,306
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$406,056
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,657,499
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,103,924
Assets. Value of participant loans	2016-12-31	$114,530
Total contributions received or receivable from employer(s)	2016-12-31	$155,239
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$850
2015 : NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$214,626
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$492,587
Expenses. Total of all expenses incurred	2015-12-31	$425,958
Benefits paid (including direct rollovers)	2015-12-31	$424,858
Total plan assets at end of year	2015-12-31	$4,103,924
Total plan assets at beginning of year	2015-12-31	$3,822,669
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$261,134
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$57,769
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$66,629
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,103,924
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,822,669
Assets. Value of participant loans	2015-12-31	$84,642
Total contributions received or receivable from employer(s)	2015-12-31	$173,684
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,100
2014 : NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$148,911
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$585,858
Expenses. Total of all expenses incurred	2014-12-31	$88,872
Benefits paid (including direct rollovers)	2014-12-31	$88,447
Total plan assets at end of year	2014-12-31	$3,822,669
Total plan assets at beginning of year	2014-12-31	$3,176,772
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$200,401
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$236,209
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$496,986
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,822,669
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,176,772
Assets. Value of participant loans	2014-12-31	$78,046
Total contributions received or receivable from employer(s)	2014-12-31	$149,248
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$425
2013 : NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$72,656
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$986,839
Expenses. Total of all expenses incurred	2013-12-31	$656,616
Benefits paid (including direct rollovers)	2013-12-31	$652,785
Total plan assets at end of year	2013-12-31	$3,176,772
Total plan assets at beginning of year	2013-12-31	$2,773,893
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$252,869
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$577,691
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$330,223
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,176,772
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,773,893
Assets. Value of participant loans	2013-12-31	$64,613
Total contributions received or receivable from employer(s)	2013-12-31	$156,279
Value of certain deemed distributions of participant loans	2013-12-31	$3,009
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$822
2012 : NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$81,473
Total income from all sources	2012-12-31	$1,017,831
Expenses. Total of all expenses incurred	2012-12-31	$1,168,901
Benefits paid (including direct rollovers)	2012-12-31	$1,167,885
Total plan assets at end of year	2012-12-31	$2,773,893
Total plan assets at beginning of year	2012-12-31	$2,843,490
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$409,341
Contributions received from other sources (not participants or employers)	2012-12-31	$17,120
Other income received	2012-12-31	$403,123
Net income (gross income less expenses)	2012-12-31	$-151,070
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,773,893
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,843,490
Assets. Value of participant loans	2012-12-31	$76,193
Total contributions received or receivable from employer(s)	2012-12-31	$188,247
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,016
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2010 : NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$115,760
Total income from all sources	2010-12-31	$850,375
Expenses. Total of all expenses incurred	2010-12-31	$151,679
Benefits paid (including direct rollovers)	2010-12-31	$149,914
Total plan assets at end of year	2010-12-31	$2,549,867
Total plan assets at beginning of year	2010-12-31	$1,735,411
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$351,023
Other income received	2010-12-31	$299,980
Net income (gross income less expenses)	2010-12-31	$698,696
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,549,867
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,735,411
Assets. Value of participant loans	2010-12-31	$74,471
Total contributions received or receivable from employer(s)	2010-12-31	$199,372
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,765
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN

2022: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2010: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-M/C PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NEW YORK STATE PUBLIC EMPLOYEES FEDERATION
Employer identification number (EIN):	132808635
NAIC Classification:	813930
NAIC Description:	Labor Unions and Similar Labor Organizations